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Disclosery

AKRE PROFESIONALLY MANAGED PORTFO

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AKRE FOCUS ETF (fund)

456 managers (462 13F filers) reported a position in AKRE shares at 2026-03-31, 53,235,615 shares in all. 56 filers opened a position and 68 filers sold out during the quarter.

Managers
456
13F filers
462
New
56
Added
50
Reduced
225
Sold out
68
Shares held by filers
53,235,615

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,994,065$634M3.4%-3,731,31413F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,317,279$281M0.57%+544,41013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,127,633$165M3.59%-2,777,24113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,143,434$113M0.03%-656,89313F-HRTimelineGroup
LPL Financial LLC1,907,606$101M0.03%-401,08313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,219,004$64.4M0.11%-423,99913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,161,413$61.4M<0.01%-2,04113F-HRTimelineGroup
Cambridge Investment Research Advisors,…954,005$50.4M0.13%-118,50413F-HRTimeline
Chemistry Wealth Management LLC892,017$47.1M8.29%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.850,806$45M0.07%-394,24013F-HRTimelineGroup
Montis Financial, LLC807,998$42.7M8.83%-1,12813F-HRTimeline
Mesirow Financial Investment Management…797,393$42.1M0.68%-1,215,26913F-HRTimeline
Ascension Capital Advisors, Inc.684,610$36.2M11.39%+73,11613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC609,888$32.2M0.01%-515,36813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP567,991$30M0.04%-118,03813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN524,363$27.7M0.01%-345,39313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…523,382$27.7M0.06%-195,81513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC517,403$27.3M0.06%-37,16313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding508,663$26.9M-304,537Timeline
Urban Financial Advisory Corp478,499$25.3M8.94%+38,23313F-HRTimeline
Parisi Gray Wealth Management470,807$24.9M5.93%-78,22013F-HRTimeline
HighTower Advisors, LLC404,525$21.4M0.02%-395,66813F-HRTimeline
Waverly Advisors, LLC402,853$21.3M0.16%-28,58813F-HRTimeline
Focus Financial Network, Inc.391,859$20.7M0.74%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC374,032$19.8M0.02%+56,28513F-HRTimelineGroup
Affiance Financial, LLC372,314$19.7M3.19%-284,34413F-HRTimeline
Ironwood Investment Counsel, LLC348,740$18.4M2.66%+4,58613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding346,029$18.3M-340,534Timeline
Composition Wealth, LLC344,645$18.2M0.25%-237,39113F-HRTimeline
Basepoint Wealth LLC335,521$17.7M10.14%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding315,433$16.7M-8,047Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,707$15.9M<0.01%-67,18613F-HRTimelineGroup
New England Private Wealth Advisors LLC296,618$15.7M1.81%-15,99213F-HRTimeline
Cross Staff Investments Inc291,935$15.4M7.82%+2,30513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…290,008$15.3M0.09%-93,31513F-HRTimelineGroup
Cresset Asset Management, LLC272,588$14.4M0.06%-37,57213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC257,248$13.6M0.02%-60,74413F-HRTimeline
Aprio Wealth Management, LLC246,329$13M0.71%-221,28213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY238,669$12.6M<0.01%+16,26013F-HRTimelineGroup
FMR LLCin group FMR LLC230,108$12.2M<0.01%-8,32113F-HRTimelineGroup
Cetera Investment Advisers228,670$12.1M0.01%-46,39413F-HRTimeline
Fiduciary Group, LLC220,716$11.7M1%-21,66413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC203,222$10.7M0.02%+67,80213F-HRTimelineGroup
Allworth Financial LP201,344$10.6M0.04%-33,44813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV197,223$10.4M0.02%+135,48113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…178,622$9.44M0.23%+86813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…176,379$9.32M0.01%+160,11313F-HRTimelineGroup
Private Advisor Group, LLC165,226$8.73M0.04%-17,38813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC164,419$8.69M0.03%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC163,525$8.63M0.65%+10,72413F-HR/ATimeline
Lighthouse Wealth Management Inc.159,964$8.45M5.74%-117,99013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding159,650$8.44M+384Timeline
Compton Wealth Advisory Group, LLC152,654$8.04M1.79%-81813F-HRTimeline
Montz Harcus Wealth Management LLC150,165$7.94M3.2%-18,26013F-HRTimeline
Perigon Wealth Management, LLC147,752$7.81M0.14%-11,13313F-HRTimeline
Steward Partners Investment Advisory, L…147,245$7.78M0.04%-8,60613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC142,417$7.53M<0.01%-8,13513F-HRTimelineGroup
NBZ Investment Advisors LLC141,335$7.47M3.27%-151,97013F-HRTimeline
Mendel Capital Management LLC136,816$7.23M3.64%13F-HRTimeline
JBR Co Financial Management Inc108,793$7.13M2.98%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,323$7.1M<0.01%+123,50113F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,503$7M0.01%-48,58313F-HRTimelineGroup
Janney Montgomery Scott LLC128,806$6.81M0.02%-18,13013F-HRTimeline
Quantinno Capital Management LP128,401$6.79M0.01%+42,40613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC125,166$6.62M0.05%-64013F-HRTimeline
Capital Advisors, Ltd. LLC124,921$6.6M0.75%-24,61113F-HRTimeline
GTS SECURITIES LLC124,634$6.59M0.23%+114,17913F-HRTimeline
Prime Capital Investment Advisors, LLC121,591$6.43M0.07%-5,58113F-HRTimeline
Summit Trail Advisors, LLC113,354$5.99M0.09%-163,12413F-HRTimeline
EQUITABLE TRUST CO110,356$5.83M0.27%-46,00713F-HRTimeline
FFT WEALTH MANAGEMENT LLC110,274$5.83M1.06%-35,30513F-HRTimeline
Creative Planningin group Creative Planning107,333$5.67M<0.01%+10,82713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,177$5.56M0.01%-127,91713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP104,359$5.52M0.01%-13,83413F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC102,517$5.42M2.1%-31,75113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC97,070$5.13M1.25%013F-HRTimeline
Lynx Investment Advisory89,139$4.71M2.25%+1,67213F-HRTimeline
IEQ CAPITAL, LLC89,098$4.71M0.02%-1,18313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding88,604$4.68M+34,898Timeline
DAVENPORT & Co LLC87,898$4.65M0.03%+9,69313F-HRTimeline
SIMON QUICK ADVISORS, LLC87,231$4.61M0.21%-19,76613F-HRTimeline
Modera Wealth Management, LLC86,775$4.59M0.05%-4,34713F-HRTimeline
Ehrenkranz Partners L.P.83,495$4.41M3.49%-10,44713F-HRTimeline
Sargent Investment Group, LLC82,282$4.35M0.57%-10,51913F-HRTimeline
Meridian Wealth Management, LLC58,294$3.81M0.14%013F-HRTimeline
Annandale Capital, LLC71,868$3.8M0.62%-26,63813F-HRTimeline
NewEdge Advisors, LLC68,033$3.6M0.01%-64,58213F-HR/ATimeline
Vertex Planning Partners, LLC63,883$3.38M0.66%-11313F-HRTimeline
Rockbridge Investment Management, LCC62,370$3.3M0.3%013F-HRTimeline
MML INVESTORS SERVICES, LLC60,957$3.22M0.01%-17,67513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.59,685$3.15M0.18%+3,78113F-HRTimelineGroup
HB Wealth Management, LLC57,814$3.06M0.02%new13F-HRTimeline
Wealthspire Advisors, LLC57,252$3.03M0.02%-1,66013F-HRTimeline
Prospera Financial Services Inc56,706$3M0.05%-92,80213F-HRTimeline
Karras Company, Inc.56,430$2.98M3.02%-24,14813F-HRTimeline
Berger Financial Group, Inc56,200$2.97M0.17%-7,43913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,689$2.94M0.86%new13F-HRTimeline
BOKF, NAin group BOKF, NA55,355$2.93M0.04%013F-HRTimelineGroup
Marion Wealth Management54,758$2.89M0.64%-3,38813F-HRTimeline
EP Wealth Advisors, LLC54,540$2.88M0.01%-1,49813F-HRTimeline
SCS Capital Management LLC53,740$2.84M0.03%-213F-HRTimeline
Blume Capital Management, Inc.52,809$2.79M0.48%-3,42013F-HRTimeline
Aspire Capital Advisors LLC51,200$2.71M0.61%-75,51713F-HRTimeline
Aptus Capital Advisors, LLC51,197$2.71M0.02%-4,35113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC49,616$2.66M0.17%-4,35113F-HRTimeline
BEACON INVESTMENT ADVISORS LLC49,696$2.63M0.99%-2913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,211$2.6M<0.01%-1,13013F-HRTimelineGroup
CoreFirst Bank & Trust48,505$2.56M1.36%+11,38613F-HRTimeline
Houlihan Financial Resource Group, Ltd.48,090$2.54M0.99%-1,15913F-HRTimeline
BNB Wealth Management, LLC47,996$2.54M1.63%-13,48613F-HRTimeline
Sowell Financial Services LLC46,239$2.44M0.09%-2,25113F-HRTimeline
Mill Creek Capital Advisors, LLC46,006$2.43M0.05%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC46,004$2.43M0.28%-1,65513F-HRTimeline
S.A. Mason LLC45,350$2.4M0.9%+14113F-HRTimeline
Lafayette Investments, Inc.45,292$2.39M0.48%+70413F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.44,784$2.37M0.5%-24,93913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,500$2.32M0.01%-17,39213F-HRTimelineGroup
Wedmont Private Capital41,557$2.22M0.07%-9,42513F-HRTimeline
Clearstead Advisors, LLC41,347$2.19M0.02%-6,54613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…40,546$2.14M0.26%+6,41113F-HRTimeline
RM Financial Services, LLC40,135$2.12M1.83%+13,96213F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.40,056$2.12M0.91%-75713F-HRTimeline
&PARTNERS39,678$2.1M0.01%-7,08113F-HRTimeline
Rollins Financial Advisors, LLC39,598$2.09M0.33%-54,27613F-HRTimeline
Millburn Ridgefield LLC /DE/38,750$2.05M0.04%013F-HRTimeline
Chicago Partners Investment Group LLC36,851$2.05M0.05%-8,97913F-HRTimeline
Value Investment Professionals, LLC37,401$1.98M4.41%new13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC37,238$1.97M0.06%-80713F-HR/ATimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC36,484$1.93M1.9%-4,28013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,429$1.93M<0.01%-5,45713F-HRTimeline
SPINNAKER TRUST36,334$1.92M0.11%-97813F-HRTimeline
IFP Advisors, Inc35,933$1.9M0.04%+10,12113F-HRTimeline
Summit Financial, LLC35,196$1.86M0.02%+25013F-HRTimeline
First Pacific Financial34,002$1.8M0.23%-29613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA33,926$1.79M0.13%-40713F-HRTimeline
Aspect Partners, LLC33,769$1.78M0.73%-2,95513F-HRTimeline
Sunbelt Securities, Inc.32,641$1.73M0.11%-1,34213F-HRTimeline
Visionary Wealth Advisors31,625$1.67M0.07%-4,21813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.30,247$1.6M<0.01%13F-HRTimelineGroup
Merit Financial Group, LLC29,879$1.58M0.01%-4,45113F-HRTimeline
Clear Creek Financial Management, LLC29,495$1.56M0.12%-3,03913F-HRTimeline
Live Oak Private Wealth LLC29,161$1.54M0.21%-20,49213F-HRTimeline
Circle Wealth Management, LLC28,634$1.51M0.02%-44,81813F-HRTimeline
Envision Financial Transparency, LLC27,923$1.48M1.43%13F-HRTimeline
LexAurum Advisors, LLC27,599$1.46M0.19%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC27,500$1.45M1.01%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,425$1.45M0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,945$1.42M0.01%+7913F-HRTimelineGroup
Compass Wealth Management, LLC/GA26,933$1.42M0.61%-3,61913F-HRTimeline
Sound View Wealth Advisors Group, LLC26,565$1.4M0.1%013F-HRTimeline
Retirement Planning Group, LLC25,973$1.37M0.04%-47113F-HRTimeline
BIP Wealth, LLC25,852$1.37M0.06%-4,38213F-HRTimeline
Koshinski Asset Management, Inc.25,851$1.37M0.09%-2,15713F-HRTimeline
Longview Financial Advisors, Inc.25,812$1.36M0.83%+1,55213F-HRTimeline
Symphony Financial Services, Inc.24,927$1.32M0.68%-75513F-HRTimeline
Medallion Wealth Advisors, LLC24,882$1.32M0.43%-26213F-HRTimeline
Ballentine Partners, LLC24,764$1.31M0.02%-81713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,534$1.3M0.01%-1,30913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding24,110$1.27M-3,102Timeline
FLAGSHIP HARBOR ADVISORS, LLC23,434$1.24M0.05%-8,15413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,342$1.18M<0.01%-1,69913F-HRTimelineGroup
Caprock Group, LLC22,230$1.17M0.03%-15,00813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp22,161$1.17M0.05%-14,54513F-HRTimelineGroup
Empowered Funds, LLC21,957$1.16M0.01%new13F-HR/ATimeline
Tradition Wealth Management, LLC21,546$1.14M0.08%-62913F-HRTimeline
RFG Advisory, LLC21,271$1.12M0.02%-1,52413F-HRTimeline
MONECO ADVISORS, LLC20,887$1.1M0.09%-1,18713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …20,521$1.08M<0.01%-3,53613F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/20,262$1.07M0.52%-11,92913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC19,885$1.05M0.11%-3,04613F-HRTimeline
Joel Isaacson & Co., LLC19,856$1.05M0.03%-82113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,565$1.03M<0.01%-28,00113F-HRTimelineGroup
IHT Wealth Management, LLC19,502$1.03M0.02%-43,75913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC19,464$1.03M0.03%-1513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,425$1.03M<0.01%+17,58513F-HRTimelineGroup
MATHER GROUP, LLC.19,153$1.01M0.01%new13F-HRTimeline
Capital Advisors Wealth Management, LLC19,115$1.01M0.14%-12,17113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,661$986K0.09%-6,89713F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,555$981K<0.01%-1,22713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC18,367$971K0.01%+113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,211$962K0.02%+28713F-HR/ATimeline
Parallel Advisors, LLC17,778$940K0.02%013F-HR/ATimeline
Marble Wealth, LLC17,663$933K0.16%-52513F-HRTimeline
Topsail Wealth Management, LLC17,636$932K0.14%-11,09913F-HRTimeline
Farther Finance Advisors, LLC17,661$931K0.01%+2,14413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV17,400$920K0.12%new13F-HRTimeline
Whitcomb & Hess, Inc.17,383$919K0.21%-1,48813F-HRTimeline
PDS Planning, Inc17,108$904K0.06%013F-HRTimeline
SAPIENT CAPITAL LLC17,028$900K0.01%-10,58513F-HR/ATimeline
Evercore Wealth Management, LLC17,003$899K0.01%-19,15213F-HRTimeline
Mittelman Wealth Management16,987$898K0.56%-1,42213F-HRTimeline
Orion Porfolio Solutions, LLC16,682$882K0.01%-94,18413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC16,661$881K0.01%-51,44013F-HRTimelineGroup
Compound Planning, Inc.16,594$877K0.03%-1,12613F-HRTimeline
FORBES J M & CO LLP16,558$875K0.07%-3,65413F-HRTimeline
ODonnell Financial Services, LLC16,498$872K0.3%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,461$870K<0.01%-76913F-HRTimelineGroup
Founders Financial Alliance, LLC16,237$858K0.15%-1,77513F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,989$845K0.03%+55313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.15,517$820K0.06%-39,59813F-HRTimelineGroup